Institutional Ownership First Tr Ex Td Viii Ft Cboe Ve (BUFR)
This table provides information about the institutional ownership of First Tr Ex Td Viii Ft Cboe Ve (BUFR). We have compiled data on the 467 institutions that hold shares in the stock, with a total of 185 Million shares, which have been reported (via 13F filing form) to have a value of $6.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
186,380
shares
|
$6.22 Million
0.32% of portfolio
|
Q2 2025
Reduced 29.99%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
185,984
shares
|
$6.21 Million
0.19% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
185,356
shares
|
$6.19 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
183,701
shares
|
$6.13 Million
1.11% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
181,707
shares
|
$6.06 Million
1.48% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
178,807
shares
|
$5.97 Million
0.01% of portfolio
|
Q2 2025
Reduced 19.91%
|
|
|
Focus Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
178,410
shares
|
$5.95 Million
3.14% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
176,369
shares
|
$5.89 Million
0.55% of portfolio
|
Q2 2025
Added 65.88%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
175,123
shares
|
$5.84 Million
0.02% of portfolio
|
Q2 2025
Reduced 24.23%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
168,593
shares
|
$5.63 Million
0.06% of portfolio
|
Q2 2025
Reduced 29.56%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
167,677
shares
|
$5.6 Million
1.8% of portfolio
|
Q3 2023
Added 2.64%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 14, 2025 Q2 2025 |
167,280
shares
|
$5.58 Million
1.62% of portfolio
|
Q2 2025
Added 17.49%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
164,483
shares
|
$5.49 Million
0.32% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
161,655
shares
|
$5.39 Million
1.43% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
157,117
shares
|
$5.24 Million
0.16% of portfolio
|
Q2 2025
Added 14.94%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
155,816
shares
|
$5.2 Million
0.25% of portfolio
|
Q2 2025
Added 7.58%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
154,615
shares
|
$5.16 Million
0.08% of portfolio
|
Q3 2025
Reduced 29.33%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
153,320
shares
|
$5.12 Million
0.67% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
149,714
shares
|
$5 Million
0.26% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
147,570
shares
|
$4.92 Million
0.16% of portfolio
|
Q2 2025
Added 6.05%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
142,685
shares
|
$4.76 Million
0.97% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
138,682
shares
|
$4.63 Million
0.38% of portfolio
|
Q2 2025
Added 91.75%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
136,523
shares
|
$4.56 Million
1.83% of portfolio
|
Q3 2025
Added 9.05%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
131,945
shares
|
$4.4 Million
0.53% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
129,935
shares
|
$4.34 Million
0.32% of portfolio
|
Q2 2025
Added 1.24%
|